David Richards

David Richards Email and Phone Number

Manager, Mutual Funds Representatives, at Royal Mutual Funds Inc., and Branch Manager at RBC @ RBC
toronto, ontario, canada
David Richards's Location
Regina, Saskatchewan, Canada, Canada
About David Richards

When I first started in the banking industry over 25 years ago, it started out as simply a job to make ends meet. I began in financial services as “Kelly Temp” working at first in physical credit card production, and then as a stationery clerk and data entry clerk. Even when I was hired on as permanent, albeit casual, employee in banking, I never would have imagined that serving Canadians within financial services would become both my career and a lifelong passion. What changed over time was a journey of uncovering how powerful a role financial services providers play in the lives of Canadians. As that journey has moved through a variety of roles, I am excited to now be a leader in passing on that passion to others as a people leader within the industry.

David Richards's Current Company Details
RBC

Rbc

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Manager, Mutual Funds Representatives, at Royal Mutual Funds Inc., and Branch Manager at RBC
toronto, ontario, canada
Website:
rbc.com
Employees:
79151
David Richards Work Experience Details
  • Rbc
    Branch Manager
    Rbc Nov 2024 - Present
  • Rbc Royal Bank Of Canada
    Assistant Manager
    Rbc Royal Bank Of Canada May 2022 - Nov 2024
  • Rbc Royal Bank Of Canada
    Financial Advisor
    Rbc Royal Bank Of Canada Jun 2021 - May 2022
    Regina, Saskatchewan, Canada
  • Royal Mutual Funds Inc.
    Manager
    Royal Mutual Funds Inc. Jul 2023 - Present
    Branch Compliance Officer
  • Rbc Dominion Securities
    Investment Advisor
    Rbc Dominion Securities Sep 2019 - Jun 2021
    Regina Saskatchewan Canada
  • Cibc
    Credit Representative
    Cibc Mar 2008 - Sep 2019
    Regina, Sk
    • Have met or exceeded expectations every quarter while in role as Credit Representative.• Responsible for completing applications for secured and unsecured lending arising from leads forwarded by frontline agents• Sales responsibilities also include uncovering opportunities for additional credit and mortgage needs.• Key cross-sales include positioning and fulfilling client’s creditor insurance needs.
  • Cibc
    Senior Associate, Recruitment
    Cibc Nov 2014 - Mar 2016
    2412 11Th Ave. Regina, Sk
  • Cibc
    Team Leader
    Cibc Nov 2011 - Nov 2014
    Saskatchewan, Canada
    Develop skills of new hires as they grow throughout the first half of their First Year Experience.Support employees develop in their role as Financial Service Representatives.Manage individual performances through one-on-one coaching focused on Client Engagement Model.
  • Cibc
    Academy Bay Support Leader
    Cibc Dec 2005 - Jun 2012
    Saskatchewan, Canada
    Multiple 3-6 month terms throughout 2005-2012• Supported new hires develop in their role as Financial Service Representatives• Provided coaching focused on the Discovery Model and Needs Based Advisory Solutions• Partnered with Induction Training Facilitator and New Hire Teamleader to ensure consistent coaching and support
  • Cibc
    Financial Services Representative
    Cibc Sep 2003 - Mar 2008
    Regina, Sk
    • Sales results increased every quarter for first 5 consecutive quarters in role and continued as a consistent performer on an ongoing basis.• Achieved success as both "non-targeted" and "targeted sales" FSR.• Sales Champion on multiple teams and member of F2006 & F2007 Reward and Recognition committee
  • Cibc
    Clerk/Admin Assistant
    Cibc Jun 1998 - Sep 2003
    Saskatchewan, Canada
    • Job includes exposure to highly confidential information.• Increased controls for inventory management• Consistent performer annual performance review• Fast paced job requiring high levels of priority management

David Richards Education Details

  • Canadian Securities Institute
    Canadian Securities Institute
    Branch Compliance Officer
  • Canadian Securities Institute
    Canadian Securities Institute
    Conduct And Practices
  • Insurance Councils Of Saskatchewan
    Insurance Councils Of Saskatchewan
    Llqp
  • Canadian Securities Institute
    Canadian Securities Institute
    Canadian Securities Course (Csc)
  • Balfour Collegiate
    Balfour Collegiate
    Hs Diploma

Frequently Asked Questions about David Richards

What company does David Richards work for?

David Richards works for Rbc

What is David Richards's role at the current company?

David Richards's current role is Manager, Mutual Funds Representatives, at Royal Mutual Funds Inc., and Branch Manager at RBC.

What schools did David Richards attend?

David Richards attended Canadian Securities Institute, Canadian Securities Institute, Insurance Councils Of Saskatchewan, Canadian Securities Institute, University Of Regina, Balfour Collegiate.

Who are David Richards's colleagues?

David Richards's colleagues are Bhargavi Chamala, Iman Moundalek-Khattab, Emily Navarrete, Weifeng Xu, Victor W., Ali Jafar Sekandari, Sarah Park.

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